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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,953 | $110,083-56.4% | $151,628-68.4% | $68,495-30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 13.12% | -10.12%+23.2pp | 3.34%+9.8pp | -7.84%+21.0pp |
| Employer contribution / active EE | $4,276 | $4,470-4.3% | $6,165-30.6% | $2,596+64.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,305 | $7,718-83.1% | $11,613-88.8% | $5,403-75.8% |